Brittany Reed
Canal Winchester,OH
Summary
Results-oriented professional with 10+ years experience in business administration, skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
6
6
years of professional experience
Work History
Client Operations Analyst
J.P. Morgan Chase - Wealth Management
03.2022 - 03.2024
- Conducted comprehensive process analysis to identify areas of improvement and successfully executed changes to optimize workflow.
- Assisted financial advisors in addressing inquiries about Private Bank brokerage accounts.
- Collected and analyzed data on service level agreements, identifying trends and areas for improvement to meet client demands.
- Utilized Excel spreadsheets for efficient tracking of client financial transactions and contractual service level agreements times.
Transaction Specialist III
J.P. Morgan Chase - ATM Monitoring
12.2020 - 03.2022
- Researched and resolved ATM performance/health issues promptly.
- Executed ATM vendor service and cash replenishment requests.
- Analyzed and researched multiple systems to troubleshoot and resolve issues via telephone/email.
- Led product and process training initiatives.
- Generated and presented monthly reports to senior management.
Client Care Specialist II
J.P. Morgan Chase - Home Lending
09.2019 - 12.2020
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Managed high call volume efficiently, prioritizing urgent requests and maintaining composure under pressure.
- Assumed responsibility for multiple support functions like verifying employment status, receiving lender payoffs, and credit reports.
- Participated in regular team meetings to discuss strategies for enhancing overall client experience within the organization.
- Successfully processed FHA, VA and Conventional loans.
Central Supervisory Analyst
J.P. Morgan Chase - Wealth Management
05.2018 - 09.2019
- Reviewed Registered Representatives electronic communications (email, text, and social media) to ensure they are following firm policies and FINRA regulatory standards.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Maintained database systems to track and analyze operational data.
Education
Bachelor of Science - Marketing
Franklin University
Columbus, OH12.2024
No Degree - Pre-Pharmacy
University of Cincinnati
Cincinnati, OH| 2009-2012Skills
- Analytical Thinking
- Team Collaboration and Leadership
- Finance
- Process enhancement
- Organizational Skills
- Documentation And Reporting
- Excel proficiency
Timeline
Client Operations Analyst
J.P. Morgan Chase - Wealth Management
03.2022 - 03.2024
Transaction Specialist III
J.P. Morgan Chase - ATM Monitoring
12.2020 - 03.2022
Client Care Specialist II
J.P. Morgan Chase - Home Lending
09.2019 - 12.2020
Central Supervisory Analyst
J.P. Morgan Chase - Wealth Management
05.2018 - 09.2019
Bachelor of Science - Marketing
Franklin University
No Degree - Pre-Pharmacy
University of Cincinnati
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